✅ Strengths: You have multiple lead sources in place, which is great for diversifying your client base.

❌ Opportunities for Improvement: Tracking leads manually can lead to errors and missed opportunities.

💡 Recommendations: You need to build a system that automates lead source tracking. This will help you easily see where your leads are coming from and adjust your strategies accordingly. No more manual tracking headaches.

✅ Strengths: You are manually updating the stages of each lead, showing that you’re engaged in the follow-up process.

❌ Opportunities for Improvement: Manual tracking can be inefficient and prone to mistakes.

💡 Recommendations: You need to build a system that tracks lead stages automatically. This will help you focus on engaging with leads instead of worrying about tracking updates. No more confusion about where each lead stands.

✅ Strengths: You’re actively tracking sales manually, which shows commitment to understanding your revenue.

❌ Opportunities for Improvement: Without tracking your close rate or objections, you may miss insights about your sales process.

💡 Recommendations: You need to build a system that tracks your close rate and objections encountered during sales calls. This will help you identify patterns and improve your sales techniques. No more guessing about what works and what doesn’t.

✅ Strengths: Your onboarding process is fully automated, which is a huge plus for efficiency.

❌ Opportunities for Improvement: While onboarding is automated, having a linear process may limit flexibility based on client needs.

💡 Recommendations: You need to build a system that allows for customizable onboarding paths for different client types. This will help you tailor the experience to each client’s unique needs. No more one-size-fits-all approaches.

✅ Strengths: You can view clients by various statuses, which helps in managing relationships effectively.

❌ Opportunities for Improvement: Not being able to view clients by payment type and lifecycle can hinder financial forecasting.

💡 Recommendations: You need to build a system that categorizes clients by payment type and lifetime value. This will help you understand your client base better and identify high-value clients. No more uncertainty about client financials.

✅ Strengths: Your check-in process uses logic, allowing for a more personalized approach.

❌ Opportunities for Improvement: Manually tracking missed check-ins and not having alerts can lead to oversight.

💡 Recommendations: You need to build a system that automatically tracks missed check-ins and alerts you if a client misses multiple check-ins in a row. This will help you stay on top of client engagement and ensure no one falls through the cracks. No more missed opportunities to connect.

✅ Strengths: You have an organized system for tracking client calls, which shows your dedication to communication.

❌ Opportunities for Improvement: Manually taking notes and not attaching them to client profiles can lead to disorganization.

💡 Recommendations: You need to build a system that automatically attaches call notes to client profiles. This will help you easily reference past conversations and maintain continuity in client discussions. No more searching through notes.

✅ Strengths: You currently do not track testimonials, but you have a strong foundation in client interactions, which could lead to future testimonials.

❌ Opportunities for Improvement: Lack of a system to collect and manage testimonials means potential positive feedback may go unutilized.

💡 Recommendations: You need to build a system that automatically collects and organizes client testimonials. This will help you showcase your success stories more effectively. No more lost testimonials or reviews.

✅ Strengths: You currently do not have an offboarding process, but recognizing this gap is the first step.

❌ Opportunities for Improvement: Implementing offboarding can help maintain positive relationships with clients even after they leave.

💡 Recommendations: You need to build a system that outlines a clear offboarding process, including follow-up schedules. This will help you leave clients with a great impression and potentially lead to referrals. No more abrupt endings to client relationships.

✅ Strengths: You are manually tracking payments, which is essential for financial oversight.

❌ Opportunities for Improvement: Without tracking average transaction amounts or lifetime value, you might miss key financial insights.

💡 Recommendations: You need to build a system that tracks average transaction amounts and lifetime value of clients. This will help you make informed decisions about pricing and client retention. No more uncertainty in your financial forecasting.